Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| VANTAGE FINANCIAL PARTNERS LLC | Stock | 3201 | $296,809 | 1,554 | 0.00 | 0.00 | 162 | 11.64 | 03-31-2024 |
| ALIGN WEALTH MANAGEMENT LLC | COM | 3202 | $183,918 | 1,548 | 0.00 | 1,548 | +Inf | 12-31-2022 | |
| BRIGHT FINANCIAL ADVISORS INC | COM | 3203 | $256,183 | 1,547 | 0.00 | 1,547 | +Inf | 03-31-2024 | |
| ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 3204 | $294,270 | 1,541 | 0.00 | 0.00 | 348 | 29.17 | 03-31-2024 |
